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【NOTION 0083 交流专区】诺申集团

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发表于 18-4-2012 02:39 AM | 显示全部楼层
Submitting Merchant Bank

:

HONG LEONG INVESTMENT BANK BERHAD
Company Name

:

NOTION VTEC BERHAD
Stock Name

:

NOTION  
Date Announced

:

17/04/2012

EX-date

:

27/04/2012
Entitlement date

:

02/05/2012
Entitlement time

:

05:00:00 PM
Entitlement subject

:

Others
Entitlement description

:

Issuance of up to 46,303,507 free warrants in Notion VTec Berhad ("NVB") ("Warrants-B") on the basis of 1 Warrant-B for every 4 existing ordinary shares of RM0.50 each in NVB
Period of interest payment

:

to
Financial Year End

:

Share transfer book & register of members will be

:

02/05/2012 to 02/05/2012 closed from (both dates inclusive) for the purpose of determining the entitlements
Registrar's name ,address, telephone no

:

Tricor Investor Services Sdn Bhd
Level 17, The Gardens North Tower
Mid Valley City
Lingkaran Syed Putra
59200 Kuala Lumpur
Tel: (603) 2264 3883
Fax: (603) 2282 1886
Payment date

:


a.

Securities transferred into the Depositor's Securities Account before 4:00 pm in respect of transfers

:

02/05/2012

b.

Securities deposited into the Depositor's Securities Account before 12:30 pm in respect of securities exempted from mandatory deposit

:


c.

Securities bought on the Exchange on a cum entitlement basis according to the Rules of the Exchange.
Number of new shares/securities issued (units) (If applicable)

:

Entitlement indicator

:

Ratio
Ratio

:

1 : 4
Rights Issues/Offer Price

:


Remarks :
The date of listing and quotation of the Warrants-B on the Main Market of Bursa Malaysia Securities Berhad will be announced in due course.
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发表于 18-4-2012 02:39 AM | 显示全部楼层
Submitting Merchant Bank

:

HONG LEONG INVESTMENT BANK BERHAD
Company Name

:

NOTION VTEC BERHAD
Stock Name

:

NOTION-WA  
Date Announced

:

17/04/2012

EX-date

:

27/04/2012
Entitlement date

:

02/05/2012
Entitlement time

:

05:00:00 PM
Entitlement subject

:

Others
Entitlement description

:

Adjustments to the exercise price and number of outstanding Warrants 2010/2015 ("Warrants-A") issued in accordance with the provision of the deed poll dated 19 July 2010 ("Deed Poll") ("Adjustments"), pursuant to the following:

(I) Bonus issue of up to 138,910,522 new ordinary shares of RM0.50 each in Notion VTec Berhad ("NVB") ("NVB Shares") on the basis of 3 NVB Shares for every 4 existing NVB Shares held by the shareholders of NVB, to be credited as fully paid-up ("Bonus Issue"); and

(II) Issuance of up to 46,303,507 free warrants in NVB ("Warrants-B") on the basis of 1 Warrant-B for every 4 existing NVB Shares held by the shareholders of NVB ("Free Warrants Issue")
Period of interest payment

:

to
Financial Year End

:

Share transfer book & register of members will be

:

02/05/2012 to 02/05/2012 closed from (both dates inclusive) for the purpose of determining the entitlements
Registrar's name ,address, telephone no

:

Tricor Investor Services Sdn Bhd
Level 17, The Gardens North Tower
Mid Valley City
Lingkaran Syed Putra
59200 Kuala Lumpur
Tel: (603) 2264 3883
Fax: (603) 2282 1886
Payment date

:


a.

Securities transferred into the Depositor's Securities Account before 4:00 pm in respect of transfers

:

02/05/2012

b.

Securities deposited into the Depositor's Securities Account before 12:30 pm in respect of securities exempted from mandatory deposit

:


c.

Securities bought on the Exchange on a cum entitlement basis according to the Rules of the Exchange.
Number of new shares/securities issued (units) (If applicable)

:

Entitlement indicator

:

Ratio
Ratio

:

1 : 1
Rights Issues/Offer Price

:


Remarks :
As at 16 April 2012, being the latest practicable date prior to the announcement of the Entitlement Date, NVB has 30,652,652 outstanding Warrants-A.

We would like to advise Warrant-A holders who intend to exercise any of their Warrants-A and to qualify for the entitlement to the Bonus Issue and Free Warrants Issue to lodge their duly completed subscription forms together with the subscription monies in accordance with the provisions of the Deed Poll at the exercise price of RM2.55 for each NVB Share, to reach NVB's Share Registrar, Tricor Investor Services Sdn Bhd located at Level 17, The Gardens North Tower, Mid Valley City, Lingkaran Syed Putra, 59200 Kuala Lumpur by 5.00 p.m. on 23 April 2012. This is to allow sufficient time for NVB's Share Registrar to allot and issue NVB Shares arising from the exercise of the Warrants-A and for such Warrant-A holders to be registered in NVB's Record of Depositors for Shareholders on or before the Entitlement Date for the Bonus Issue and Free Warrants Issue on 2 May 2012. Failure to lodge such duly completed subscription forms together with the subscription monies by 5.00 p.m. on 23 April 2012 may result in such Warrant-A holders not being registered in NVB's Record of Depositors for Shareholders by the Entitlement Date.

The Warrant-A holders who do not exercise their Warrants-A by 5.00 p.m. on 23 April 2012 and whose name appear in the Record of Depositors for Warrant-A holders on the Entitlement Date would be entitled to the Adjustments pursuant to the provisions of the Deed Poll. A notice to the Warrant-A holders on the adjustments made to the exercise price and number of Warrants-A will be despatched to the Warrant-A holders in due course.
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发表于 28-4-2012 01:43 AM | 显示全部楼层
Submitting Merchant Bank

:

HONG LEONG INVESTMENT BANK BERHAD
Company Name

:

NOTION VTEC BERHAD
Stock Name

:

NOTION  
Date Announced

:

27/04/2012


Type

:

Announcement
Subject

:

NEW ISSUE OF SECURITIES (CHAPTER 6 OF LISTING REQUIREMENTS)
COMBINATION OF NEW ISSUE OF SECURITIES

Description

:

NOTION VTEC BERHAD (“NVB” OR THE “COMPANY’)
- Proposed Bonus Issue
- Proposed Free Warrants Issue

(collectively referred to as “Proposals”)
Announcement Details/Table Section :

For consistency purposes, all definitions used in this announcement shall have the same meanings as those provided in the Company’s announcement dated 20 February 2012 in relation to the Proposals.

On behalf of the Board, HLIB would like to announce that the reference price as at 27 April 2012 for NVB Shares of RM1.20 was computed by Bursa Securities as follows:

Ex-price for =        number of NVB Shares x closing price as at 26 April 2012
bonus shares        --------------------------------------------------------------------------------------------------------------------------------------------------------------------------
number of NVB Shares + Bonus Shares
=        (4 x RM2.20) / (4 + 3)
=        RM1.2571

Reference price        =        [number of NVB Shares x ex-price for bonus shares] + exercise price of Warrants-B
---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------
Number of NVB Shares + number of Warrants-B
=        [(4 x RM1.2571) + RM1.00] / (4 + 1)
=        RM1.20
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发表于 3-5-2012 01:19 AM | 显示全部楼层
Submitting Merchant Bank

:

HONG LEONG INVESTMENT BANK BERHAD
Company Name

:

NOTION VTEC BERHAD
Stock Name

:

NOTION  
Date Announced

:

02/05/2012
Type

:

Announcement
Subject

:

NEW ISSUE OF SECURITIES (CHAPTER 6 OF LISTING REQUIREMENTS)
BONUS ISSUES

Description

:

NOTION VTEC BERHAD (“NVB”)

- Bonus Issue
- Free Warrants Issue
Announcement Details/Table Section :

Further to the announcement on the book closure date on 17 April 2012, Hong Leong Investment Bank Berhad, on behalf of the Board of Directors of NVB, wishes to announce that 115,856,572 new NVB Shares will be issued pursuant to the Bonus Issue.

The new NVB Shares will be listed and quoted on the Main Market of Bursa Malaysia Securities Berhad with effect from 9.00 a.m. on Thursday, 3 May 2012.

In relation to the listing of additional Warrants-A and Warrants-B, NVB would be announcing the details of the adjustments of the Warrants-A as well as the dates of listing of the additional Warrants-A and the Warrants-B over the next few days pending compilation of documents. The completion of the whole corporate exercise is expected to be no later than 15 May 2012.
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发表于 4-5-2012 01:51 PM | 显示全部楼层
Submitting Merchant Bank

:

HONG LEONG INVESTMENT BANK BERHAD
Company Name

:

NOTION VTEC BERHAD
Stock Name

:

NOTION-WA  
Date Announced

:

04/05/2012
Instrument Type

:

Warrants
Description

:

Adjustments to the exercise price and number of outstanding warrants 2010/2015 ("Warrants-A") issued in accordance with the deed poll dated 19 July 2010 pursuant to the following:

(I) Bonus issue of 115,856,572 new ordinary shares of RM0.50 each in Notion VTec Berhad ("NVB") ("NVB Shares") on the basis of 3 NVB Shares for every 4 existing NVB Shares held by the shareholders of NVB, to be fully paid-up ("Bonus Issue"); and

(II) Issuance of 38,618,857 free warrants in NVB ("Warrants-B") on the basis of 1 Warrant-B for every 4 existing NVB Shares held by the shareholders of NVB ("Free Warrants Issue")
Listing Date

:

10/08/2010
Issue Date

:

04/08/2010
Issue/ Ask Price

:

MYR 0.0000
Issue Size Indicator

:

Unit
Issue Size in Unit

:

61,305,304
Maturity Date

:

03/08/2015
Revised Maturity Date

:

Exercise/ Conversion Period

:

5.00Year(s)
Revised Exercise/ Conversion Period

:

Exercise/Strike/Conversion Price

:

MYR 2.5500
Revised Exercise/Strike/Conversion Price

:

MYR 1.4400
Exercise/ Conversion Ratio

:

1 Warrant-A : 1 Ordinary Share of RM0.50 each
Revised Exercise/ Conversion Ratio

:

Mode of satisfaction of Exercise/ Conversion price

:

Cash
Settlement Type/ Convertible into

:

Physical (Shares)
Remarks :
Pursuant to the Bonus Issue and Free Warrants Issue, an additional 30,652,652 Warrants-A ("Additional Warrants-A") will be issued, whereby a holder of 1 existing Warrant-A will receive 1 new Warrant-A, and the exercise price of the Warrants-A will be revised from RM2.55 to RM1.44 per Warrant-A with effect from 3 May 2012.

The Additional Warrants-A will be listed and quoted on the Main Market of Bursa Malaysia Securities Berhad on 7 May 2012. The maturity period of the Warrants-A remains unchanged at 3 August 2015.

Each Warrant-A carries the entitlement, at any time from the Issue Date to the close of business at 5.00 p.m. in Malaysia on the Maturity Date ("Exercise Period"), to subscribe for 1 ordinary share of RM0.50 each in NVB at the revised Exercise Price which shall be satisfied fully in cash. Any Warrant-A not exercised during the Exercise Period will lapse and thereafter cease to be valid for any purpose.
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发表于 9-5-2012 02:46 AM | 显示全部楼层
Submitting Merchant Bank

:

HONG LEONG INVESTMENT BANK BERHAD
Company Name

:

NOTION VTEC BERHAD
Stock Name

:

NOTION-WB  
Date Announced

:

08/05/2012

Instrument Type

:

Warrants
Description

:

Warrants-B issued pursuant to the Free Warrants Issue
Listing Date

:

10/05/2012
Issue Date

:

03/05/2012
Issue/ Ask Price

:

MYR 0.0000
Issue Size Indicator

:

Unit
Issue Size in Unit

:

38,618,857
Maturity Date

:

02/05/2017
Revised Maturity Date

:

Exercise/ Conversion Period

:

5.00Year(s)
Revised Exercise/ Conversion Period

:

Exercise/Strike/Conversion Price

:

MYR 1.0000
Revised Exercise/Strike/Conversion Price

:

Exercise/ Conversion Ratio

:

1 Warrant-B : 1 Ordinary Share of RM0.50 each
Revised Exercise/ Conversion Ratio

:

Mode of satisfaction of Exercise/ Conversion price

:

Cash
Settlement Type/ Convertible into

:

Physical (Shares)

Remarks :
The Warrants-B are issued to the entitled shareholders of Notion VTec Berhad ("NVB") on the basis of 1 Warrant-B for every 4 existing ordinary shares of RM0.50 each in NVB ("NVB Shares").

Each Warrant-B carries the entitlement, at any time from the Issue Date to the close of the business at 5.00 p.m. in Malaysia on the Maturity Date ("Exercise Period"), to subscribe for 1 NVB Share at the Exercise Price of RM1.00 which shall be satisfied fully in cash. Any Warrant-B not exercised during the Exercise Period will lapse and thereafter cease to be valid for any purpose
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发表于 10-5-2012 01:32 AM | 显示全部楼层
玉楼金阙:NOTION 诺申与“20%”•陈金阙

财经 评论 玉楼金阙  2012-05-09 11:40
上回说到硬碟双龙,诺申(NOTION) 和JCY国际,发现了一个有趣的现象。

诚然,如果说到上市,诺申比JCY国际早了5年,算是前辈。

不过,如果比公司大小,那么JCY不论在市值或是营运,都大了很多,相比之下,JCY国际就象成熟的中年,给人十分稳重的感觉,而诺申在派发红股之后,缴足资本虽增至1.35亿令吉,形势反而象青壮少年,拥有无比精力向前冲,予人更多想象的空间。

兹将两家公司的一些财务数字列下,让读者自行分析。(参阅附表)

企业活动:
2005年6月——上市以63仙于自动板
2006年7月——1送1红股
2008年8月——5送1红股及转为主板上市
*2009年11月——公司股票5整合为1(面额转为50仙)
2010年7月——5送1凭单A
2011年3月——1000送13库存股
2012年4月——4送3红股;4送1凭单B

如果计算其股额,自2005年上市时持有的10000股(10仙面额,每股63仙),迄今为8509股(50仙面额,约每股1.25令吉),外加1920股凭单A(约20仙),和1215股凭单B(约40仙) ,总合市值11500令吉,成长了83%。

同时,其历年来股息派发总合为每股20.6仙(以每股面额10仙计算) ,也占了投资成本的33%。

总结来说,是个股东回酬相当丰裕的公司。

有趣的是,诺申合20%这数字似乎十分投缘。其过去的营业额,年成长率高达20%;而公司净盈利,也是处于20%。

维持派息率
除此之外,公司有意维持派息率在净利的20%以上。过去7年,这三个20%的数字发挥了公司高成长,股东高回酬的作用,让股东其乐融融,笑不拢嘴。
如果这些20%能够在未来7年维持下去,在2020年前来回看现在,你也同样会笑不拢嘴。

根据公司的内部预测,如果营业额继续以20%成长下去,2014年,公司的营业额将会突破5亿令吉;到2019年,再接再励突破10亿令吉。

以净盈利20%来计算,2014年的净盈利达1亿令吉,2019年为2亿令吉;若以今天除权后的股本计算,每股盈利各为74仙和148仙。

再乘以20%的派息率,各为15仙和30仙,今天可以用1.25令吉买到其股票,会觉得不可思议,吓到了吗?

以上推算,皆是纸上谈兵,不可尽信,不过正是因为笔者在7年前不完全相信诺申的成长,才与之失之交臂。

日久见功夫
月前听其执行主席一席话,谈及投资这只股,不能心急,也不可希望一步登天,而是要耐心等待,日久见功夫。

今年公司派红股,加强股本,大体上是为另一个里程碑做准备——如无意外,今年其营业额应该会达到3亿令吉以上,以在三年后,更加顺利的挑战5亿营业额。[Nanyang]




文:陈金阙 (专业财务规划师)
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发表于 17-5-2012 12:56 AM | 显示全部楼层
泰洪後訂單增‧NOTION擬擴展產能

熱股評析  2012-05-16 19:09
(吉隆坡16日訊)NOTION集團(NOTION,0083,主板科技組)將從泰國洪災後受惠,特別是從硬盤驅動器(HDD)供應商外包活動更殷切中獲益,使訂單有增無減,該公司計劃今年杪前擴展基盤產能,從目前每月約200萬件,倍增至每個月400萬件水平,以應付日益走強的市場需求。

短期業務展望正面
興業研究指出,雖然硬盤驅動器供應開始正規化,惟該公司仍然認為短期業務展望保持正面,主要獲得硬盤驅動器業務推動,基盤訂單保持健全。

該公司管理層披露,旗下主要零件平均銷售價,比洪災前價格高出15至20%。

之前市場反而傳出平均銷售價將下調傳言。無論如何,其產品價格存有潛在下跌風險,一旦落實才會相應地調整平均銷售價的預測。

未來兩季里,預料泰國的硬盤驅動器產能仍然短缺70至80%,並且要到今年第三季才有望全面恢复正常,這對該公司的業務表現,特別是基盤領域有利。該公司在泰國設廠及受影響的客戶包括美蓓亞(Minebea),日本電產新寶(Nidec),以及日本彈簧株式會社(NHK Spring)等。

照相機業務樂觀
興業指出,由於泰國洪災,使該公司專注於硬盤驅動器業務,不過,旗下照相機業務也從較佳的前景中受惠,特別是照相機的圓筒產量回溫,預料可持續數季,因為擁有新工程包括佳能(Canon)的新照相機圓筒的運送。

該公司的主要照相機客戶―尼康(Nikon)對業務前景樂觀,預料其2013年財政年的DSLR及可對換鏡片(IL)預測貨運成長,分別可達48%及40%,尼康料將投資3千億日圓擴充及更換機器。

該公司也計劃漸進式地進軍中國市場,特別是東莞及廣東省,以為客戶-三星-電器-機器提供基盤機械等產品。

興業調高2012年至2014年淨利預測6.3%,5.1%及7.3%,分別達到4千780萬令吉,5千230萬令吉,以及5千910萬令吉,主要是納入較高的硬盤驅動器及照相機的貨運訂單因素。

NOTION集團合理價調升至1令吉38仙(之前為1令吉31仙),隨著盈利透明度加強,更為強勁的銷售展望,以及股價最近回落等利好,評級調高至“超越大市”等評,之前為“市場一致表現”。(星洲日報/財經)
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发表于 18-5-2012 01:15 AM | 显示全部楼层

SUMMARY OF KEY FINANCIAL INFORMATION

31/03/2012



INDIVIDUAL PERIOD

CUMULATIVE PERIOD

CURRENT YEAR QUARTER

PRECEDING YEAR
CORRESPONDING
QUARTER

CURRENT YEAR TO DATE

PRECEDING YEAR
CORRESPONDING
PERIOD

31/03/2012

31/03/2011

31/03/2012

31/03/2011

$$'000

$$'000

$$'000

$$'000

1Revenue

84,508

53,929

124,138

113,910

2Profit/(loss) before tax

16,595

12,091

11,989

27,882

3Profit/(loss) for the period

15,611

10,825

10,825

24,274

4Profit/(loss) attributable to ordinary equity holders of the parent

15,537

10,825

10,706

24,234

5Basic earnings/(loss) per share (Subunit)

10.06

7.01

6.93

15.69

6Proposed/Declared dividend per share (Subunit)

0.00

3.00

0.00

3.00









AS AT END OF CURRENT QUARTER

AS AT PRECEDING FINANCIAL YEAR END

7
Net assets per share attributable to ordinary equity holders of the parent ($$)

1.8031

1.7400

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发表于 12-6-2012 01:06 AM | 显示全部楼层
NOTION前景如何?

投資致富  2012-06-11 11:45

陳老問:
NOTION集團(NOTION,0083,主板金融組)最新業績怎樣?還值得持有嗎?

答:
NOTION集團次季業績淨利猛力回彈,表現超越市場預測。隨著該公司今年4月至5月間銷售額料每月達3千300萬令吉水平,特別是獲得3大廠商外包基盤合約推動,使其強勁銷售將可支撐全年淨利表現亮眼。

馬銀行金英指出,目前該公司的產能全面投產,並且預料每月200萬件的額外產量也被全面訂購,預料其強勁銷售將可持續。

肯納格研究指出,自2011年12月以來,硬盤驅動器領域出現复甦跡象,截至2012年3月為止庫存貨運指數也有所改善,從452.6點降至157.0點的水平,使全年的全球硬盤驅動器的需求,料將有增無減。

丰隆研究指出,該公司的優勢包括業務多元化至硬盤驅動器以外產品,特別是賺幅較高的照相機領域。不過,未來業務的潛在隱憂,為泰國市場需要較長時間正規化,原料價格走高,以及馬幣兌美元匯率走高等。

興業研究指出,硬盤驅動器領域可能出現併購鞏固活動,料剩下兩個主要業者,從而使該行業的定價更為合理,之前市場傳言硬盤驅動器的價格將走軟,並不完全正确。所以,該公司股價早前重挫是市場過度反應。

該行預測其2012年財政年淨利為4千780萬令吉,2013年為5千230萬令吉。

一般證券行都給予持有或買進的評級,合理價則介於1令吉16仙至1令吉38仙之間。(星洲日報/投資致富‧投資問診室)
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发表于 13-8-2012 03:17 PM | 显示全部楼层
股海宝藏:诺申集团估值料上修

股海宝藏 财经周刊  2012-08-13 14:35
在本地3大精密制造商———JCY国际(JCY,5161,主板科技股),荣科技(ENG,8826,主板科技股)和诺申集团(Notion,0083,主板科技股)当中,诺申集团享有最高的股票回酬和税前盈利赚幅,但其营业额同时也是最低。

这反映该公司的业务多元化特征,HDD硬盘生产业务的份额较低,反而从相机和工业生产业务方面享有高赚幅。

这是由于HDD硬盘是低赚幅商品,而且每年面对来自于主要客户方面的平均售价调整压力,而相机和工业生产业务则无面对如此窘境。

在1.23令吉,诺申集团是以2013财政年本益比5.3倍(较同业折价21%)和股价对账面价值0.7倍(为同业的61%)交易。

整体来说,诺申集团与同业相比处于更为有利的地位,因该公司已从竞争剧烈的HDD硬盘生产活动中,开拓出更多业务,可以从高赚幅的相机生产业务中受惠。

其股价下跌空间,也因积极股票回购计划(截至目前为止回购454万股)而受限。

诺申集团是著名的精密部件生产商,这使得它成为马来西亚其中一最赚钱的精密部件生产公司之一。

诺申集团硬碟的业务贡献,已经逐渐被相机业务所取代,现在后者为集团盈收贡献50%(2005年6月上市时的贡献为20到30%)。

诺申集团的主要客户,包括尼康(Nikon)、佳能(Canon)、索尼(Sony)、Panasonic和JVC。

加强合作 尼康入股9%
诺申集团是Nikon的唯一外部件的供应商。为了进一步加强关系,Nikon在2010年首季以每股2.44令吉的私下配售价格,买下9%诺申集团股权,这笔钱是用来融资诺申集团的泰国工厂扩充计划。

在相机领域方面,Nikon所销售的可更换镜头的相机成长快速,主要受到单镜反光相机的带动。

侨丰投资研究表示,根据诺申集团提供的资料,2013财政年(Nikon的财政年是在3月截止)的可更换镜头相机需求增长48%,而单镜反光相机则将增长40%。

这样的发展意味着诺申集团的订单需求将会随着水涨船高。

硬碟业务为诺申集团的营收贡献30至40%(上市时是60至70%)。

在诺申集团的三大业务当中,硬碟业务赚幅最少。

在上市之后,这一业务的重要性已经被相机业务所取代。

硬碟的主要客户为威腾电子(Western Digital),日立(Hitachi),和三星(Samsung)。

汽车和工业业务仍为诺申集团10至20%营收。诺申集团生产油压部件,以供应给电子煞车系统和冷气系统。
这些部件是供应给Continental,Plansee,Mitsubishi(PMG)和Eaton公司。

硬碟市场需求复苏
联合控制全球90%的硬碟市场的威腾电子和希捷这两家公司,在2012财年第四季取得良好的表现。

所以,诺申集团身为威腾电子其中一家最大的供应商,预料它将从硬碟市场需求快速复苏中受惠。

2012年第二季业绩强劲反弹。受到硬碟和相机业务的带动下,诺申集团于2012年第二季业绩成功转亏为盈,净利颷张44%至1600万令吉,首一季则是蒙受500万令吉亏损。

下半年业绩更好
它的营运赚幅由第一季的12%,大幅改善至第二季的31%。无论如何,它的赚幅仍没恢复到风光时期35至40%的水平。

根据肯南嘉研究,尽管诺申集团2012财年首季业绩受到泰国水灾的影响,但是它很快就翻身,并在灾难中攫取机会。

整体而言,肯南嘉看好诺申集团的前景,而预测它的营收在2012财年将会增长34%,而由前一个财年的2亿8730万令吉,增至3亿1700万令吉,因为看好诺申集团2012财年第三季和第四季营收表现。

慧眼 本帖最后由 icy97 于 20-11-2012 12:15 AM 编辑

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发表于 16-8-2012 09:59 PM | 显示全部楼层
SUMMARY OF KEY FINANCIAL INFORMATION
30/06/2012
INDIVIDUAL PERIOD
CUMULATIVE PERIOD
CURRENT YEAR QUARTER
PRECEDING YEAR
CORRESPONDING
QUARTER
CURRENT YEAR TO DATE
PRECEDING YEAR
CORRESPONDING
PERIOD
30/06/2012
30/06/2011
30/06/2012
30/06/2011
$$'000
$$'000
$$'000
$$'000
1Revenue
95,829
60,891
219,967
174,801
2Profit/(loss) before tax
24,022
13,137
36,011
41,019
3Profit/(loss) for the period
19,836
10,185
30,661
34,459
4Profit/(loss) attributable to ordinary equity holders of the parent
19,836
10,127
30,542
34,361
5Basic earnings/(loss) per share (Subunit)
7.35
3.75
11.31
12.71
6Proposed/Declared dividend per share (Subunit)
1.00
0.00
1.00
3.00


AS AT END OF CURRENT QUARTER
AS AT PRECEDING FINANCIAL YEAR END
7
Net assets per share attributable to ordinary equity holders of the parent ($$)
1.1047
1.7400

Remarks :
The Board of Directors has declared an interim tax-exempt dividend of 1.00 sen per ordinary share for the financial year ending 30 September 2012. The dividend is payable on 19 September 2012 and the entitlement date has been fixed on 5 September 2012.

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发表于 16-8-2012 09:59 PM | 显示全部楼层
NOTION VTEC BERHAD
16/08/2012 06:20:27 PM
EX-date
03/09/2012
Entitlement date
05/09/2012
Entitlement time
05:00:00 PM
Entitlement subject
Interim Dividend
Entitlement description
Interim tax-exempt dividend of 1.0 sen per ordinary share in respect of the financial year ending 30 September 2012
Period of interest payment
to
Financial Year End
30/09/2012
Share transfer book & register of members will be
to closed from (both dates inclusive) for the purpose of determining the entitlements
Registrar's name ,address, telephone no
Tricor Investor Services Sdn Bhd
Level 17, The Gardens North Tower
Mid Valley City, Lingkaran Syed Putra
59200 Kuala Lumpur
Tel: 03-2264 3883
Fax: 03-2282 1886
Payment date
19/09/2012
a.Securities transferred into the Depositor's Securities Account before 4:00 pm in respect of transfers
05/09/2012
b.Securities deposited into the Depositor's Securities Account before 12:30 pm in respect of securities exempted from mandatory deposit

c. Securities bought on the Exchange on a cum entitlement basis according to the Rules of the Exchange.
Number of new shares/securities issued (units) (If applicable)

Entitlement indicator
Currency
Currency
Malaysian Ringgit (MYR)
Entitlement in Currency
0.01


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发表于 24-8-2012 09:28 PM | 显示全部楼层
券商慎看硬碟业务 诺申集团流失2客户

财经新闻 财经  2012-08-24 21:00
(吉隆坡24日讯)泰国水灾的冲击消退后,硬碟领域恢复至灾前的水平,因此,分析员指出,没有受到泰国水灾影响并收渔人之利的诺申集团(Notion,0083,主板科技股),新顾客流失的现象已引发关注。

出席诺申集团日前召开汇报会的分析员异口同声地指出,该集团管理层坦言,对硬碟业务前景更为谨慎,尤其主要顾客威腾电子(Western Digital)和希捷科技(Seagate)鉴于欧洲和其他新兴市场需求忧虑提升,显示疲弱的前景。

更甚的是,在泰国水灾后迎来的3个日本新顾客,已在6月份相继离去了两个,把订单交回给原先的硬碟零件供应商。

虽然诺申集团表示,剩余的一位新顾客目前还在下单,但数量已有所减低。

这使得侨丰投资研究分析员担忧,该顾客将跟随前两个顾客的脚步,逐渐撤回所有订单。

中国投资或喊停
“鉴于我们先前对诺申集团来自日本的新顾客过度乐观,所以,在该顾客陆续离开之后,我们决定下调该集团2012和2013财年的核心盈利预测,分别削减16.4%与13.7%。”

然而,拉昔胡申研究分析员表示,诺申集团硬碟业务前景并非完全漆黑一片。

因为该集团管理层强调,接下来将把产能专注在企业用硬碟产品,以便在云端计算需求上涨趋势中受益。

至于在中国的硬碟业务投资,该集团指因为需求没有比预期来得好,所以将暂时喊停,为期一至两年的时间。

开拓相机业务
无论如何,侨丰投资研究分析员对于诺申集团的相机零件业务,在2012财年次季录得强劲增长感到鼓舞。

“加上最大顾客尼康(Nikon)也对前景维持乐观,并预期该相机产品有40%至48%的增长幅度,所以我们认为,诺申集团2012财年第三季的相机零件业务,也可交出相同或更佳的营业额表现。”

诺申集团也表示,正计划开拓几项非镜头类相机零件的生产。

由于诺申集团管理层重申,有意把净利的20%用以股息派发,所以,分析员预测,该集团在本季派发1仙的股息后,未来将会有额外2.4仙的终期股息。

诺申集团今天的股价趋跌,闭市时以1.24令吉平盘,全日成交量有199万4800股。[Nanyang]
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发表于 5-11-2012 12:21 AM | 显示全部楼层
笔者在某一场合听其财务长讲话。许多听众都问他:诺申与JCY有何不同?其实JCY只做硬碟,而诺申不只做硬碟,还做相机零件。
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发表于 20-11-2012 12:14 AM | 显示全部楼层
SUMMARY OF KEY FINANCIAL INFORMATION
30/09/2012
INDIVIDUAL PERIOD
CUMULATIVE PERIOD
CURRENT YEAR QUARTER
PRECEDING YEAR
CORRESPONDING
QUARTER
CURRENT YEAR TO DATE
PRECEDING YEAR
CORRESPONDING
PERIOD
30/09/2012
30/09/2011
30/09/2012
30/09/2011
$$'000
$$'000
$$'000
$$'000
1Revenue
88,674
61,966
308,641
236,767
2Profit/(loss) before tax
21,594
14,789
57,605
55,808
3Profit/(loss) for the period
18,597
13,075
49,258
47,534
4Profit/(loss) attributable to ordinary equity holders of the parent
18,690
13,103
49,232
47,464
5Basic earnings/(loss) per share (Subunit)
7.08
4.85
18.64
17.56
6Proposed/Declared dividend per share (Subunit)
2.00
0.00
3.00
3.00


AS AT END OF CURRENT QUARTER
AS AT PRECEDING FINANCIAL YEAR END
7
Net assets per share attributable to ordinary equity holders of the parent ($$)
1.1657
1.7400

Remarks :
The Board of Directors has proposed a final tax-exempt dividend of 2.0 sen per Ordinary Share of RM0.50 each in respect of the financial year ended 30 September 2012 subject to the shareholders' approval at the forthcoming Ninth Annual General Meeting.

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发表于 2-1-2013 01:54 PM | 显示全部楼层
今天才半天就掉了 6% 多... 怎麼一回事?
0.81 了。。
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发表于 2-1-2013 04:34 PM | 显示全部楼层
现在0.71了,跌到怕人。
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发表于 2-1-2013 04:52 PM | 显示全部楼层
kpse 发表于 2-1-2013 04:34 PM
现在0.71了,跌到怕人。

是怎么一回事?
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发表于 2-1-2013 05:03 PM | 显示全部楼层
KCKee 发表于 2-1-2013 04:52 PM
是怎么一回事?

我也不懂,看看今晚有什么消息公布。
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